PWPS
DXPE icon

Pinnacle Wealth Planning Services’s DXP Enterprises DXPE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.5K Buy
554
+6
+1% +$947 0.01% 910
2026
Q1 		$76.6K Sell
548
-7
-1% -$939 0.01% 963
2025
Q4 		$60.9K Buy
+555
New +$60.5K 0.01% 1065
2021
Q1 		– Sell
-328
Closed -$8K – 800
2020
Q4 		$8K Buy
+328
New +$6.63K ﹤0.01% 1462

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pinnacle Wealth Planning Services's DXPE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its DXP Enterprises (DXPE) stake by 1.1% in Q2 2026, buying an estimated $947 and bringing the position to 554 shares worth $93.5K. The position accounts for 0.01% of the portfolio, ranked #910.

Pinnacle Wealth Planning Services first reported a position in DXPE in Q4 2020 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 554 shares of DXP Enterprises worth $93.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 6 DXP Enterprises shares in Q2 2026, an estimated $947.
  • DXP Enterprises made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #910 holding.
  • Pinnacle Wealth Planning Services first reported a position in DXP Enterprises in Q4 2020 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.